TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) RICH NICKEL...................................................................... PRESIDENT & CEO	40.00 .................	X	X		280,747	22,799
(2) VINCE ROIG...................................................................... DIRECTOR & CHAIRMAN	0.25 .................	X	X		0	0
(3) RON BUTLER...................................................................... DIRECTOR & TREASURER	0.25 .................	X	X		0	0
(4) JOHN FEES...................................................................... DIRECTOR & VICE CHAIR	0.25 .................	X	X		0	0
(5) SHELLEY MELLON...................................................................... DIRECTOR & SECRETARY	0.25 .................	X	X		0	0
(6) TRACY BAME...................................................................... DIRECTOR	0.25 .................	X			0	0
(7) GONZALO DE LA MELENA...................................................................... DIRECTOR	0.25 .................	X			0	0
(8) KATE HICKMAN...................................................................... DIRECTOR	0.25 .................	X			0	0
(9) CHEVY HUMPHREY...................................................................... DIRECTOR	0.25 .................	X			0	0
(10) EDMUNDO HIDALGO...................................................................... DIRECTOR	0.25 .................	X			0	0
(11) DR DANIEL CORR...................................................................... DIRECTOR	0.25 .................	X			0	0
(12) CHARLES MONTY ROESSEL...................................................................... DIRECTOR	0.25 .................	X			0	0
(13) SHELLEY WATSON...................................................................... DIRECTOR	0.25 .................	X			0	0
(14) SCOTT VANDERPOOL...................................................................... DIRECTOR	0.25 .................	X			0	0
(15) DEANNA SALAZAR...................................................................... DIRECTOR	0.25 .................	X			0	0
(16) PAUL KOEHLER...................................................................... DIRECTOR	0.25 .................	X			0	0
(17) DIANA FIGUEROA...................................................................... SR VP MARCOMM & STRATEGIC	40.00 .................			X	138,228	7,742

(A) Name and business address	(B) Description of services	(C) Compensation
COLLABORATIVE COMMUNICATION GROUP 1029 VERMONT AVE NW 9TH FLOOR WASHINGTON,DC20005	COMMUNICATION CONSULTING	293,630
DUALITY PUBLIC RELATIONS LLC 3145 E CHANDLER BLVD SUITE 110-640 PHOENIX,AZ85048	CONSULTING	130,351
EQUAL MEASURE 520 WALNUT STREET 1450 PHILADELPHIA,PA19106	CONSULTING	105,914


2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 3

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

EDUCATION FORWARD ARIZONA

Employer identification number

20-2366755

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	2,738,488	4,536,764	5,113,401	9,011,579	5,894,596	27,294,828
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	138,156	134,158	126,360	26,733	197,670	623,077
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	2,876,644	4,670,922	5,239,761	9,038,312	6,092,266	27,917,905
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	10,660	2,373	11,588	16,131	28,347	69,099
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.	30,817					30,817
c	Add lines 7a and 7b..	41,477	2,373	11,588	16,131	28,347	99,916
8	Public support. (Subtract line 7c from line 6.)						27,817,989

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...	2,876,644	4,670,922	5,239,761	9,038,312	6,092,266	27,917,905
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	241,040	188,247	155,135	150,589	255,534	990,545
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	241,040	188,247	155,135	150,589	255,534	990,545
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	600	73				673
13	Total support. (Add lines 9, 10c, 11, and 12.)..	3,118,284	4,859,242	5,394,896	9,188,901	6,347,800	28,909,123

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

96.230 %

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

95.370 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

3.430 %

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

4.020 %

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 600. 2020 AMOUNT: $ 73.

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

EDUCATION FORWARD ARIZONA

Employer identification number

20-2366755

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization EDUCATION FORWARD ARIZONA

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization EDUCATION FORWARD ARIZONA		Employer identification number 20-2366755

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization EDUCATION FORWARD ARIZONA			Employer identification number 20-2366755
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

EDUCATION FORWARD ARIZONA

Employer identification number

20-2366755

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................	21,525
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	21,525
d	Other exempt purpose expenditures ...............................................................................	7,198,064
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	7,219,589
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	510,979
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	127,745
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount		437,228	458,244	510,979	1,406,451

b	Lobbying ceiling amount (150% of line 2a, column(e))					2,109,677

c	Total lobbying expenditures		58,655	44,856	21,525	125,036

d	Grassroots nontaxable amount		109,307	114,561	127,745	351,613

e	Grassroots ceiling amount (150% of line 2d, column (e))					527,420

f	Grassroots lobbying expenditures		36,027	44,856	21,525	102,408

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

EDUCATION FORWARD ARIZONA

Employer identification number

20-2366755

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	6,363,611	8,308,207	7,987,903	8,593,101	8,651,138
b	Contributions ...
c	Net investment earnings, gains, and losses	681,580	-869,599	1,249,006	500,302	1,117,563
d	Grants or scholarships ...	319,900	324,997	178,702	355,500	425,600
e	Other expenditures for facilities and programs ...		750,000	750,000	750,000	750,000
f	Administrative expenses ....
g	End of year balance ......	6,725,291	6,363,611	8,308,207	7,987,903	8,593,101

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

89.342 %

Term endowment right arrow

10.658 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	119,277	60,392	58,885
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				58,885

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	7,285,472
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	644,196
b	Donated services and use of facilities .........	2b	410,622
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	1,054,818
3	Subtract line 2e from line 1..................			3	6,230,654
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	38,063
b	Other (Describe in Part XIII.) ...........	4b	-2,175
c	Add lines 4a and 4b....................			4c	35,888
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	6,266,542

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	7,590,150
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	406,449
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	2,175
e	Add lines 2a through 2d....................			2e	408,624
3	Subtract line 2e from line 1...................			3	7,181,526
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	38,063
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	38,063
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	7,219,589

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	THE ENDOWMENT FUNDS ARE HELD AS INVESTMENTS. THE EARNINGS FROM THE INVESTMENTS ARE HELD FOR SCHOLARSHIP GRANTS AND COLLEGE SUCCESS SERVICE EXPENSES. THESE EXPENSES INCLUDE PROFESSIONAL AND PEER MENTORING, AS WELL AS TECHNICAL AND PROGRAM COSTS.
PART X, LINE 2:	THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE ORGANIZATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AS OF DECEMBER 31, 2023 AND 2022, MANAGEMENT DOES NOT BELIEVE ANY UNCERTAIN TAX POSITIONS EXIST. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THE THREE YEARS AFTER THEY WERE FILED. AS OF THE DATE OF THIS REPORT, THE ORGANIZATION'S 2023 RETURN HAD NOT YET BEEN FILED.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	LOSS ON DISPOSAL OF FURNITURE AND EQUIPMENT -2,175.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	LOSS ON DISPOSAL OF FURNITURE AND EQUIPMENT 2,175.

Schedule D (Form 990) 2022

Additional Data

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SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
EDUCATION FORWARD ARIZONA

Employer identification number

20-2366755

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 INSPIRED (event type)	(b) Event #2 (event type)	(c) Other events (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	325,386			325,386
2	Less: Contributions . . . .	262,013			262,013
3	Gross income (line 1 minus line 2) . . . . . .	63,373			63,373

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .
7	Food and beverages . . .	63,373	63,373
8	Entertainment . . . .
9	Other direct expenses . . .
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		63,373
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		0

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
EDUCATION FORWARD ARIZONA

Employer identification number
20-2366755

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) COCONINO HIGH SCHOOL 2801 N IZABEL STREET FLAGSTAFF,AZ86004	GOVERNMENT	6,000	COLLEGE KNOWING & GOING
(2) MARCOS DE NIZA HIGH SCHOOL 6000 S LAKESHORE DR TEMPE,AZ85283	GOVERNMENT	6,000	COLLEGE KNOWING & GOING
(3) MOUNTAIN POINTE HIGH SCHOOL 4201 E KNOX RD PHOENIX,AZ85044	GOVERNMENT	6,000	COLLEGE KNOWING & GOING
(4) SAHUARITA USD #30 350 W SAHUARITA ROAD SAHUARITA,AZ85629	GOVERNMENT	6,000	COLLEGE KNOWING & GOING

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS	659	2,084,790	N/A	N/A
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	GRANTS ARE AWARDED ON A SEMESTER-TO-SEMESTER BASIS. AN AWARDEE MUST MEET TWO TIMES PER SEMESTER WITH A STAFF COACH/MENTOR, MEET A GPA REQUIREMENT BY PROVIDING THEIR TRANSCRIPT AND PROVIDE THEIR MENTOR WITH A CLASS REGISTRATION SCHEDULE FOR THE NEXT SEMESTER. IF AT ANY TIME AN AWARDEE IS NOT CURRENT IN THEIR REQUIREMENTS, FUNDING MAY BE WITHHELD OR WITHDRAWN.

Schedule I (Form 990) 2023

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

EDUCATION FORWARD ARIZONA

Employer identification number

20-2366755

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1RICH NICKEL PRESIDENT & CEO	(i) (ii)	248,580 ------------- 0	25,000 ------------- 0	7,167 ------------- 0	13,750 ------------- 0	9,049 ------------- 0	303,546 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 7	BONUS PAYMENTS WERE MADE BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS.

Schedule J (Form 990) 2023

Additional Data

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

EDUCATION FORWARD ARIZONA

Employer identification number

20-2366755

Return Reference	Explanation
FORM 990 PART III, LINE 4A	EDUCATION IS THE FUNDAMENTAL DRIVER OF A MORE ROBUST ARIZONA WORKFORCE AND ECONOMY AND OUR BEST LEVER FOR IMPROVING THE QUALITY OF LIFE FOR ALL ARIZONANS. TO MOVE ARIZONA FORWARD, WE MUST MOVE EDUCATION FORWARD. THE COLLEGE SUCCESS SERVICES PROGRAM GRANTED SCHOLARSHIPS IN 2023 TO 659 STUDENTS, AMOUNTING TO A TOTAL OF $2,084,790. 2023 FEATURED SOME IMPORTANT NEW SUCCESS SERVICES PARTNERSHIPS AND INCREASED SCHOLARSHIP OPPORTUNITIES FOR DESERVING YOUTH ACROSS ARIZONA. MOST EDUCATION FORWARD ARIZONA SCHOLARS ARE PROVIDED WITH AN EDUCATION FORWARD ARIZONA SUCCESS ADVISER WHO IS A FULL-TIME TEAM MEMBER. THE SUCCESS SERVICES PROGRAM AIMS TO HELP STUDENTS ACHIEVE A COLLEGE DEGREE AND GUIDE THEM TOWARD A SUCCESSFUL LIFE AFTER COLLEGE. EACH STUDENT ASSIGNED TO A SUCCESS ADVISER MEETS WITH THAT PERSON TWICE PER SEMESTER ON THEIR RESPECTIVE CAMPUS, AS WELL AS VIA PHONE AND VIRTUAL MEANS, TO HELP THEM IDENTIFY ANY HINDRANCES TO THEIR COLLEGE EDUCATION AND TO ASSIST THEM IN CREATING A PLAN TO OVERCOME SUCH OBSTACLES. THESE OBSTACLES COULD BE RELATED TO FINANCES, FAMILY SUPPORT, STUDY HABITS, HOUSING, EMOTIONAL AND MENTAL HEALTH, OR OTHER FACTORS. SUCCESS ADVISERS OFFER SUPPORT AND MOTIVATION TO THEIR SCHOLARS, REGULARLY REMINDING THEM THEY WERE CHOSEN FOR THE SCHOLARSHIP BECAUSE EDUCATION FORWARD ARIZONA HAS FAITH IN THEIR POTENTIAL AND FUTURE. THE SUCCESS SERVICES PROGRAM HAS BEEN RUNNING SINCE 2005 AND HAS HELPED OVER 915 STUDENTS GRADUATE THROUGH 2023. THE SIX-YEAR GRADUATION RATE IS 74%, AND FRESHMAN RETENTION RATE IS 91%. MOST OF OUR STUDENTS, AROUND 70%, ARE FIRST-GENERATION COLLEGE STUDENTS. ADDITIONALLY, WE HOLD AN ANNUAL LEADERSHIP SYMPOSIUM EACH JANUARY FOR OUR SCHOLARS. THIS ALL-DAY EVENT ALLOWS STUDENTS TO MEET AND NETWORK WITH PEERS FROM OTHER CAMPUSES, LISTEN TO INSPIRING SPEAKERS, PARTICIPATE IN TEAMBUILDING ACTIVITIES, AND ATTEND WORKSHOPS FOCUSED ON PREPARING FOR LIFE AFTER COLLEGE. IN 2023, EDUCATION FORWARD ARIZONA RELAUNCHED AND REBRANDED THE ARIZONA COLLEGE ACCESS NETWORK (AZCAN) TO GROW ITS MEMBERSHIP AND LEVERAGE THE NETWORK AS AN ADVOCACY VOICE FOR ADVANCING COLLEGE ACCESS AND STUDENT SUCCESS TOWARD ATTAINMENT. THE AZCAN COLLEGE ACCESS PROFESSIONAL SEGMENT INCREASED BY OVER 300 INDIVIDUALS IN 2023 AND NOW BOASTS 1,229 MEMBERS. AMONG THESE, 459 REPRESENT K-12 SCHOOLS, 132 REPRESENT SCHOOL DISTRICTS, 76 REPRESENT UNIVERSITIES, 47 REPRESENT COMMUNITY COLLEGES, 7 REPRESENT TECHNICAL/TRADE SCHOOLS, 22 REPRESENT STATE AGENCIES, 220 REPRESENT COLLEGE ACCESS PROGRAMS, 188 REPRESENT COMMUNITY ORGANIZATIONS, AND THE REMAINING 79 REPRESENT A DIVERSE RANGE OF NONPROFIT ORGANIZATIONS, BUSINESSES, AND CORPORATIONS. ADDITIONALLY, IN 2023, 662 PROFESSIONALS PARTICIPATED IN 12 COMPLETELY REDEVELOPED COLLEGE ACCESS PROFESSIONAL (CAP) COURSES, COMPARED TO 40 IN 2022. THIRTY-NINE (39) EARNED CERTIFICATES AS ARIZONA COLLEGE ACCESS PROFESSIONALS, COMPARED TO SEVEN (7) IN THE PREVIOUS YEAR. IN 2023, EDUCATION FORWARD ARIZONA ESTABLISHED COLLEGE READINESS TEAMS AT 30 HIGH SCHOOLS AS PART OF THE HELIOS EDUCATION FOUNDATION COLLEGE KNOWING & GOING (CKG) INITIATIVE. THESE TEAMS COMPRISE HIGH SCHOOL ADMINISTRATORS, COUNSELORS, TEACHERS, AMERICORPS MEMBERS, POSTSECONDARY PARTNERS, COMMUNITY MEMBERS, AND CKG COORDINATORS WHO WORK TOGETHER TO IDENTIFY STRATEGIES TO ENHANCE COLLEGE READINESS AND ACCESS. THEY ALSO AIM TO STRENGTHEN THE COLLEGE-GOING CULTURE, WHICH IS TAILORED TO MEET THE UNIQUE NEEDS OF EACH SCHOOL COMMUNITY. FIFTY-EIGHT (58) STUDENT CKG AMBASSADORS ENROLLED IN POST-SECONDARY INSTITUTIONS IN THE FALL OF 2023 AND WERE AWARDED $2,000 EACH IN SCHOLARSHIPS. IN ITS FIFTH YEAR OF OPERATION IN 2023, THE GOAL OF THE ADVISEAZ AMERICORPS PROGRAM IS TO INCREASE THE NUMBER OF HIGH SCHOOL STUDENTS FROM LOW-INCOME, FIRST-GENERATION, AND MINORITY BACKGROUNDS WHO PURSUE AND COMPLETE POSTSECONDARY EDUCATION THROUGH ASSISTANCE PROVIDED BY ADVISEAZ MEMBERS. THESE ADVISERS ARE PLACED IN TITLE I HIGH SCHOOLS AND COMMUNITY SITES ACROSS ARIZONA, INCLUDING TUCSON, PHOENIX, AND FLAGSTAFF, AS WELL AS RURAL AREAS LIKE YUMA, PINAL, COCHISE, GILA, MOHAVE, AND GRAHAM COUNTIES. IN 2023, TWENTY-TWO (22) MEMBERS AIDED MORE THAN 435 STUDENTS, INCLUDING SERVICES TO 180 INDIVIDUAL STUDENTS IN CKG SCHOOLS. HISTORICALLY, 58% OF ADVISEAZ STUDENTS SERVED HAVE ENROLLED IN AN INSTITUTION OF HIGHER EDUCATION (UNIVERSITY, COMMUNITY COLLEGE, TRADE SCHOOL, ETC.) AFTER GRADUATING FROM HIGH SCHOOL. ANOTHER IMPORTANT EDUCATION FORWARD ARIZONA PROGRAM IS PROJECT BENJAMIN, OR "ASK BENJI." IT IS THE FIRST CHATBOT POWERED BY ARTIFICIAL INTELLIGENCE (AI), DESIGNED TO HELP HIGH SCHOOL SENIORS PURSUE HIGHER EDUCATION. ASK BENJI IS A CHATBOT TOOL THAT ASSISTS STUDENTS IN FILLING OUT THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). IN ITS FIFTH YEAR, ASK BENJI SERVED MORE THAN 34,000 SENIORS AND 6,000 JUNIORS ATTENDING 158 HIGH SCHOOLS WITHIN 29 SCHOOL DISTRICTS ACROSS ARIZONA. BENJI PROVIDES PERSONALIZED NUDGES, PROMPTS, AND INFORMATION TO STUDENTS, INCLUDING THE NEXT STEPS FOR FAFSA COMPLETION, INVITATIONS TO COLLEGE READINESS EVENTS BY SCHOOL, DISTRICT, OR REGION, AND GENERAL COLLEGE-GOING INFORMATION. STUDIES SUGGEST THAT TEXT-BASED OUTREACH SIGNIFICANTLY INCREASES TIMELY ENROLLMENT FOR NON-FAFSA COMPLETERS.
FORM 990 PART III, LINE 4A (CONT'D)	THROUGHOUT 2023, EDUCATION FORWARD ARIZONA DISSEMINATED VALUABLE INFORMATION VIA THE EDUCATION EXPLAINER, A NONPARTISAN RESOURCE THAT AIMED TO EDUCATE INDIVIDUALS ON HOW CRUCIAL EDUCATION ISSUES IMPACT SCHOOLS, EDUCATORS, STUDENTS, AND FAMILIES. THE ORGANIZATION ALSO SHARED ITS PERSPECTIVE ON HOW THE ISSUES CAN HELP INCREASE EDUCATION ATTAINMENT AND DRIVE PROGRESS TOWARD THE EDUCATION PROGRESS METER GOALS. BELOW ARE THE EDUCATION EXPLAINER TOPICS COVERED SINCE THE EDUCATION EXPLAINER WAS LAUNCHED IN 2022: - WHAT IS AFFIRMATIVE ACTION AND WHAT DOES IT MEAN FOR ARIZONA STUDENTS? - DUAL ENROLLMENT - WHAT'S IN THE GOVERNOR'S PROPOSED FY24 STATE BUDGET FOR EDUCATION? - 2022 STATE OF THE STATE: ADDRESSING DUCEY'S EDUCATION AGENDA - WHAT'S IN THE GOVERNOR'S PROPOSED FY23 STATE BUDGET FOR EDUCATION? - AGGREGATE EXPENDITURE LIMIT FREQUENTLY ASKED QUESTIONS - ARIZONA'S HIGH SCHOOL GRADUATION REQUIREMENTS: SPOTLIGHT ON MATH - WHAT'S IMPORTANT TO INCLUDE IN A SCHOOL FUNDING PROPOSAL & THE IMPACT OF SB1269 - FY23 BUDGET OVERVIEW - ARIZONA SCHOOL VOUCHERS EXPLAINED - PROPOSITION 308 EXPLAINED - EDUCATION EXPLAINER: ARIZONA'S TEACHER SHORTAGE EDUCATION FORWARD ARIZONA CONTINUED TO POSITION ITSELF AS A LEADING STATEWIDE VOICE FOR P-20 EDUCATION IN 2023 BY BUILDING SUPPORT FOR CRITICAL INVESTMENTS IN EDUCATION IN THE STATE BUDGET AND FINDING LONG-TERM EDUCATION FUNDING SOLUTIONS. IN MARCH 2023, EDUCATION FORWARD ARIZONA PUBLISHED THE BILLIONS TO GAIN ECONOMIC IMPACT REPORT IN PARTNERSHIP WITH HELIOS EDUCATION FOUNDATION. THE REPORT AFFIRMS THE ECONOMIC RESPONSE TO THE QUESTION "IS COLLEGE WORTH IT AND SHOWS THAT ARIZONANS WHO PURSUE EDUCATION AFTER HIGH SCHOOL EXPERIENCE HIGHER LIFETIME EARNINGS, BETTER HEALTH, AND MORE ECONOMIC OPPORTUNITIES. THE REPORT DEMONSTRATED HOW MODEST INCREASES IN HIGHER EDUCATION ENROLLMENT COULD LEAD TO BILLIONS IN ECONOMIC GAINS FOR ARIZONA EACH YEAR. THE REPORT'S FINDINGS ARE THE BACKBONE OF THE EVERYTHING TO GAIN CAMPAIGN AND A PRIMARY COMPONENT OF THE ECONOMIC AND EQUITY MESSAGING NOW BEING DELIVERED ACROSS THE STATE. SPECIFICALLY, THROUGHOUT 2023, EDUCATION FORWARD ARIZONA AND HELIOS EDUCATION FOUNDATION CONVENED COMMUNITY LEADERS TO DISCUSS THE REPORT AND ITS IMPLICATIONS FOR ARIZONA EDUCATORS AND POLICYMAKERS. EFA AND HELIOS LEADERS DELIVERED THIS MESSAGE AT STATE, LOCAL AND NATIONAL CONFERENCES, INCLUDING 50 PRESENTATIONS TO OVER 970 COMMUNITY MEMBERS STATEWIDE. THOUSANDS OF OTHERS WERE ENGAGED THROUGH THE POPULAR MONTHLY "POWER HOUR", WHICH BRINGS TOGETHER EXPERTS TO UNPACK COMPLICATED AND TIMELY EDUCATION ISSUES IN A WEBINAR SETTING. SIGNIFICANT MEDIA COVERAGE ALSO ENSUED. A SECOND EVERYTHING TO GAIN PRESS CONFERENCE HOSTED IN SEPTEMBER IN PARTNERSHIP WITH SOUTH MOUNTAIN COMMUNITY COLLEGE AND BUSINESS LEADERS REVEALED A NEW INTERIM REPORT AND A BUSINESS-EDUCATION COMPACT. THE TWO PRESS CONFERENCES HELD IN 2023 AROUND EVERYTHING TO GAIN GARNERED HUNDREDS OF DIGITAL, PRINT, RADIO, AND BROADCAST STORIES, RESULTING IN A POTENTIAL AUDIENCE REACH OF 935 MILLION PEOPLE. AS PART OF THE EFFORT, A "VOICE OF ATTAINMENT" GROUP CREATED AND LED BY EDUCATION FORWARD ARIZONA COMPRISED OF EDUCATIONAL INSTITUTIONS, NONPROFIT ORGANIZATIONS, FOUNDATIONS AND CHAMBERS OF COMMERCE, CONTINUES TO STRATEGICALLY PROMOTE THE VALUE OF EDUCATION AND ATTAINMENT AND AMPLIFY EVERYTHING TO GAIN MESSAGES. ADDITIONALLY, IN 2023, EDUCATION FORWARD ARIZONA LAUNCHED AN ACTION PLAN THAT REPRESENTS A SHARED SET OF PRIORITIES AND ADVOCACY AGENDA ITEMS FROM EDUCATION, BUSINESS, AND COMMUNITY LEADERS REPRESENTING THE MOST IMPORTANT STEPS THE STATE COULD TAKE TO ADVANCE THE ACHIEVE60AZ ATTAINMENT GOAL AND THE ARIZONA PROGRESS METER INDICATORS. THIS IS THE CONTINUATION OF WORK THAT BEGAN IN 2022 WITH A SET OF EDUCATION THOUGHT LEADERS AND EXPANDED TO HUNDREDS OF OTHERS ACROSS THE STATE, INCLUDING GROUPS OF EDUCATORS AND STUDENTS. HUNDREDS OF PEOPLE WERE ENGAGED IN CRAFTING THE PLAN THROUGH MULTIPLE CONVENINGS AND SURVEYS. IN 2023, MANY MORE WERE REACHED AS THE EDUCATION FORWARD ARIZONA COMMUNITY IMPACT TEAM WAS ACTIVATED TO PROVIDE OVER 100 PRESENTATIONS ACROSS ARIZONA TO BUSINESS LEADERS, EDUCATORS, AND COMMUNITY GROUPS TO PROMOTE ORGANIZATIONAL PRIORITIES, EDUCATIONAL POLICY AND THE EVERYTHING TO GAIN MESSAGE FRAMEWORKS. THE EFFECTIVENESS OF THIS POLICY-ADVOCACY WORK WAS DEMONSTRATED IN LEGISLATIVE ACTIONS SUCH AS INCREASED DUAL ENROLLMENT FUNDING, ARIZONA COLLEGE PROMISE PROGRAM EXPANSION, AND A TWO-YEAR SOLUTION TO ARIZONA'S AGGREGATE EXPENDITURE LIMIT (AEL) ISSUE. ALTHOUGH EDUCATION FORWARD ARIZONA PROVIDES SUBSTANTIAL DIRECT SERVICES AND SCHOLARSHIPS TO THOUSANDS OF ARIZONA STUDENTS, THE ORGANIZATION STRIVES TO MAINTAIN A LOW OVERHEAD. AS A PERCENTAGE OF TOTAL EXPENSES, PROGRAM SERVICES AND SCHOLARSHIPS ACCOUNT FOR 79.8%, ADMIN IS 16.7%, AND FUNDRAISING IS 3.5%.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND THEN REVIEWED BY THE BOARD OF DIRECTORS AND APPROVED BY THE PRESIDENT/CEO AND EXECUTIVE COMMITTEE BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN CONFLICT OF INTEREST QUESTIONNAIRES ANNUALLY. THE CEO AND TREASURER REVIEW AND APPROVE ALL TRANSACTIONS OF THE ORGANIZATION ACCORDING TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY POTENTIAL CONFLICTS OF INTEREST WOULD BE DETECTED DURING THE REVIEW AND APPROVAL PROCESS. THE PROCEDURES STATED IN THE CONFLICT-OF-INTEREST POLICY WOULD BE FOLLOWED TO DEAL WITH ANY ISSUE ARISING.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD OF DIRECTORS REVIEW EXTERNAL COMPENSATION/BENEFIT INFORMATION IN MAKING THE DETERMINATION EACH YEAR IF SALARY INCREASES ARE WARRANTED FOR THE PRESIDENT/CEO BASED ON PERFORMANCE AND EXPERIENCE.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION DOES NOT MAKE ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. IT MAY PROVIDE DOCUMENTS UPON WRITTEN REQUEST. FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR OR UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE ORGANIZATION HAS NOT CHANGED THE PROCESS FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	9,011,579	5,894,596
9	Program service revenue (Part VIII, line 2g) .........	26,733	134,297
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	203,822	237,649
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	9,242,134	6,266,542
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,469,054	2,133,540
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	2,797,690	3,141,938
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 245,726
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,898,129	1,944,111
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	6,164,873	7,219,589
19	Revenue less expenses. Subtract line 18 from line 12.......	3,077,261	-953,047
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	20,619,225	20,694,562
21	Total liabilities (Part X, line 26).............	1,570,474	1,950,489
22	Net assets or fund balances. Subtract line 21 from line 20.....	19,048,751	18,744,073

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 5,788,825 including grants of $ 2,133,540 ) (Revenue $ 134,297 )
	EDUCATION FORWARD ARIZONA STRIVES TO INCREASE SUPPORT FOR EDUCATION, RECOGNIZING ITS IMPORTANCE IN IMPROVING ARIZONA'S ECONOMY. ACCORDINGLY, EDUCATION FORWARD ARIZONA ADVOCATES FOR AND ACTS ON EDUCATION IMPROVEMENTS THAT ADVANCE THE QUALITY OF LIFE FOR ALL ARIZONANS.OUR ORGANIZATION'S HIGH-LEVEL GOALS ARE AS FOLLOWS:DEVELOP SUPPORT FOR IMPROVED OUTCOMES ON ARIZONA EDUCATION PROGRESS METER INDICATORS. REACH THE STATE ATTAINMENT GOAL BY 2030, WORKING THROUGH THE P-20 CONTINUUM.CLOSE ACHIEVEMENT GAPS AT ALL LEVELS.ADVOCATE FOR STATE-LEVEL FUNDING ALLOCATED TO THOSE MOST IN NEED. (CONTINUED ON SCHEDULE O)

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses5,788,825

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) TEENA OLSZEWSKI........................................................................ SR VP & CHIEF OF STAFF	40.00 .......................	X	130,072	0	54
(19) HOLLY BAIRD........................................................................ SR DIR OF FINANCE	40.00 .......................	X	103,787	0	14,457
(20) TERESA L RUIZ........................................................................ SR VP, CHIEF PROGRAM & ADVOCACY	40.00 .......................	X	107,785	0	42

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	760,619	0	45,094

1	Briefly describe the organization’s mission or most significant activities: ADVOCATE FOR AND ACT ON EDU. IMPROVEMENTS THAT ADVANCE THE QUALITY OF LIFE FOR ALL ARIZONANS
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	57
6	Total number of volunteers (estimate if necessary) .............	6	15
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	262,013
d	Related organizations		1d
e	Government grants (contributions)		1e	915,967

f	All other contributions, gifts, grants, and similar amounts not included above		1f	4,716,616

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		5,894,596

		Business Code
2a	SUCCESS SERVICES FEES	611710	120,800	120,800
b	AZCAN & TRAINING PROGR	611710	13,497	13,497
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		134,297

3 Investment income (including dividends, interest, and othersimilar amounts) ......			255,534			255,534
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	5,434,921
b	Less: cost or other basis and sales expenses	7b	5,450,631	2,175
c	Gain or (loss)	7c	-15,710	-2,175
d	Net gain or (loss).........			-17,885			-17,885
8a	Gross income from fundraising events (not including $ 262,013of contributions reported on line 1c). See Part IV, line 18 ....
			8a	63,373
b	Less: direct expenses ...		8b	63,373
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			6,266,542	134,297	0	237,649

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	48,750	48,750
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	2,084,790	2,084,790
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	303,546	197,585	91,223	14,738
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	2,384,300	1,551,995	716,544	115,761
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	82,866	53,939	24,904	4,023
9	Other employee benefits .......	173,804	113,133	52,233	8,438
10	Payroll taxes ...........	197,422	128,506	59,331	9,585
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	344,500	341,131	3,369
c	Accounting ...........	38,850		38,850
d	Lobbying ...........	21,525	21,525
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	38,063		38,063
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	360,416	231,379	103,852	25,185
12	Advertising and promotion ....
13	Office expenses .......	53,342	41,939	9,726	1,677
14	Information technology ......	354,132	315,516	29,497	9,119
15	Royalties ..
16	Occupancy ...........
17	Travel ............	9,330	9,330
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	92,023	84,040	6,809	1,174
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	21,242	21,242
23	Insurance ...	18,746	8,582	10,164
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PARTNERING EXPENSES	346,568	346,568
b	RECIPIENT SEMINARS	145,134	145,134
c	OTHER FUNDRAISING EVENT	53,817			53,817
d	MEMBERSHIP DUES	22,277	22,277
e	All other expenses	24,146	21,464	473	2,209
25	Total functional expenses. Add lines 1 through 24e	7,219,589	5,788,825	1,185,038	245,726
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,836,298	1	3,027,555
2	Savings and temporary cash investments .........			6,106,444	2	6,856,351
3	Pledges and grants receivable, net ......			5,638,007	3	3,576,025
4	Accounts receivable, net .............			341,299	4	172,367
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			10,716	9	55,416
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	119,277
b	Less: accumulated depreciation	10b	60,392	82,302	10c	58,885
11	Investments—publicly traded securities .			6,544,826	11	6,915,963
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			59,333	15	32,000
16	Total assets. Add lines 1 through 15 (must equal line 33)...			20,619,225	16	20,694,562

17	Accounts payable and accrued expenses .....	166,031	17	268,577
18	Grants payable ...		18
19	Deferred revenue .........	1,404,443	19	1,681,912
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	1,570,474	26	1,950,489

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	5,736,665	27	6,156,832
28	Net assets with donor restrictions ...........	13,312,086	28	12,587,241
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	19,048,751	32	18,744,073
33	Total liabilities and net assets/fund balances ........	20,619,225	33	20,694,562